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Dimensional US Equity ETF

840 hedge funds and large institutions have $17.4B invested in Dimensional US Equity ETF in 2025 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 286 increasing their positions, 239 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

489% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 19

24% more capital invested

Capital invested by funds: $14B → $17.4B (+$3.38B)

20% more repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 239

17% more funds holding in top 10

Funds holding in top 10: 119139 (+20)

10% more funds holding

Funds holding: 761840 (+79)

2.18% more ownership

Funds ownership: 81.98%84.16% (+2.2%)

Holders
840
Holders Change
+79
Holders Change %
+10.38%
% of All Funds
10.22%
Holding in Top 10
139
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+16.81%
% of All Funds
1.69%
New
112
Increased
286
Reduced
239
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
676
Johnson Wealth Management
North Dakota
$331K +$328K +4,459 New
IF
677
Integrity Financial
Wyoming
$328K -$831K -11,316 -72%
CA
678
Cortland Associates
Missouri
$328K -$166K -2,260 -34%
SIG
679
Spinnaker Investment Group
California
$324K +$321K +4,365 New
PP
680
PDS Planning
Ohio
$323K +$735 +10 +0.2%
EI
681
Ellevest Inc
New York
$321K +$735 +10 +0.2%
UB
682
UMB Bank
Missouri
$321K -$29.8K -405 -9%
SP
683
Stonebrook Private
Michigan
$319K -$60K -816 -16%
AG
684
AlTi Global
New York
$318K
AWMM
685
Aegis Wealth Management (Maryland)
Maryland
$316K +$3.09K +42 +1%
RPA
686
Redwood Park Advisors
California
$312K +$661 +9 +0.2%
M
687
MOTCO
Texas
$310K
YWM
688
Yukon Wealth Management
Kansas
$308K
CSIC
689
Clifford Swan Investment Counsel
California
$307K -$698K -9,495 -70%
CC
690
Capstone Capital
Nevada
$307K
AWE
691
Avidian Wealth Enterprises
Texas
$306K +$73 +1 +0%
MWP
692
Meridian Wealth Partners
Pennsylvania
$305K -$28.4K -387 -9%
MWM
693
Modern Wealth Management
Kansas
$303K +$10.8K +147 +4%
AL
694
Aspiriant LLC
California
$302K
MW
695
Marble Wealth
Alabama
$301K +$299K +4,064 New
CA
696
CGN Advisors
Kansas
$301K
CNBOF
697
City National Bank of Florida
Florida
$301K
CIA
698
Concurrent Investment Advisors
Florida
$298K +$73 +1 +0%
IA
699
IFP Advisors
Florida
$295K
BFA
700
Ballast Financial Advisors
Pennsylvania
$290K +$288K +3,914 New